Check Point Software - einst unfaßbar profitabel

Apr 26, 2010 05:00 ET
Check Point Software Reports Record First Quarter 2010 Financial Results

REDWOOD CITY, CA--(Marketwire - April 26, 2010) - Check Point® Software Technologies Ltd. (NASDAQ: CHKP)

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Revenue: $245.1 million, representing a 26 percent increase year over year
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Non-GAAP Operating Income: $137.6 million, representing a 26 percent increase year over year and reflecting 56 percent of revenues
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Non-GAAP EPS: $0.55, representing a 22 percent increase year over year
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Deferred Revenues: $419.8 million, representing a 29 percent increase year over year
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Cash Flow from Operations: $217.8 million, representing a 27 percent increase year over year

Check Point® Software Technologies Ltd. (NASDAQ: CHKP), the worldwide leader in securing the Internet, today announced record financial results for the first quarter ended March 31, 2010.

"We delivered record first quarter results, attaining the top end of our projections for both revenues and earnings per share, while experiencing healthy growth across all regions," said Gil Shwed, chairman and chief executive officer of Check Point Software. "Our software blade architecture continues to make inroads with our annuity based software blades helping to drive services revenues. In addition to these great results, we delivered a record $218 million of operating cash flow for the quarter and now have cash balances exceeding $2 billion."

* Total Revenues: $245.1 million, an increase of 26 percent, compared to $195.0 million in the first quarter of 2009.
* GAAP Operating Income: $115.9 million, an increase of 26 percent, compared to $92.3 million in the first quarter of 2009. The GAAP operating income in the first quarter of 2010 included additional amortization of intangible assets net of taxes in the amount of $3.3 million related to the acquisition of the Nokia security appliance business, which was completed during the second quarter of 2009.
* Non-GAAP Operating Income: $137.6 million, an increase of 26 percent, compared to $109.0 million in the first quarter of 2009. Non-GAAP operating margin was 56 percent, same as in the first quarter of 2009.
* GAAP Net Income and Earnings per Diluted Share: GAAP net income was $98.0 million, an increase of 21 percent, compared to $80.9 million in the first quarter of 2009. GAAP earnings per diluted share were $0.46, an increase of 21 percent, compared to $0.38 in the first quarter of 2009. GAAP net income in the first quarter of 2010 included additional amortization of intangible assets net of taxes in the amount of $3.3 million (which represented $0.02 in GAAP earnings per diluted share) related to the acquisition of the Nokia security appliance business, which was completed during the second quarter of 2009.
* Non-GAAP Net Income and Earnings per Diluted Share: Non-GAAP net income was $116.8 million, an increase of 22 percent, compared to $95.5 million in the first quarter of 2009, and non-GAAP EPS was $0.55, an increase of 22 percent compared to $0.45 in the first quarter of 2009.
* Deferred Revenues: As of March 31, 2010, we had deferred revenue of $419.8 million, an increase of 29 percent, compared to $325.0 million as of March 31, 2009.
* Cash Flow: Cash flow from operations was $217.8 million, an increase of 27 percent compared to $171.8 million in the first quarter of 2009.
* Share Repurchase Program: During the first quarter of 2010, we repurchased 1.5 million shares at a total cost of $50 million.

Recent Business Highlights Include:

Since the beginning of the year, Check Point has introduced several new products and technologies.

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Check Point Data Loss Prevention (DLP) solution -- a network-based solution that helps businesses move data loss protection from detection to prevention by preemptively protecting sensitive information such as regulatory, confidential and proprietary information from unintentional loss.
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The new SmartEvent Software Blade -- a unified security management solution for real-time event visibility across multiple security systems, including Firewall, Intrusion Prevention (IPS), Data Loss Prevention (DLP) and endpoints.
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Significant antivirus and URL performance improvements -- streaming technology dramatically increases software blades performance, benefiting Check Point security gateways through a software upgrade at no additional cost. In addition, Check Point extended its patented SecureXL acceleration technology to UTM-1 appliances, significantly boosting firewall throughput performance.
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Check Point Abra -- a secure virtual desktop solution deployed from an encrypted USB stick that provides companies with a secure and affordable alternative to allowing third-party PC's access to the network.
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ZoneAlarm DataLock Automated Encryption for Small Businesses and Consumers -- equipped with Pre-boot Authentication, ZoneAlarm DataLock prevents unauthorized users from accessing stored information, automatically encrypting all hard drive content to protect private and confidential data on laptops and netbooks.

During the first quarter, Check Point won several awards and industry accolades.

For the sixth time, Check Point won the SC Magazine Reader Trust Award for Best Enterprise Firewall.

In the Asia Pacific region, Check Point earned five awards -- two PC Market Hong Kong Best of I.T. Awards, one for Check Point Endpoint Security and the other for Check Point UTM-1 Total Security Appliances; CRN India named Check Point Channel Champion for overall network security; and PC3 Platinum Brand Election 2009 in Hong Kong recognized both Check Point Endpoint Security and Check Point SSL VPN Solutions.

Check Point's vice president of global field operations, Amnon Bar-Lev, was named a 2010 Channel Chief by the Everything Channel's CRN for the third consecutive year.

Mr. Shwed concluded, "The first quarter marked a great start for the year. We posted record results and further expanded our addressable market by entering two new exciting markets: secure virtual desktop with Abra and Data Loss Prevention with our DLP solution. With the introduction of these latest technology innovations and security solutions, Check Point is well positioned to address the security needs of any size business."

Conference Call and Webcast Information
Check Point will host a conference call with the investment community on April 26, 2010 at 8:30 AM ET/5:30 AM PT. To listen to the live webcast, please visit Check Point's website at http://www.checkpoint.com/ir. A replay of the conference call will be available through May 3, 2010 at the company's website http://www.checkpoint.com/ir or by telephone at +1 201.612.7415, passcode # 348753, account # 215.

Redwood City, CA — July 21, 2010

* Revenue: $261.1 million, representing a 17 percent increase year over year

* Product Revenues: $103.9 million, representing a 25 percent increase year over year

* Non-GAAP Operating Income: $144.7 million, representing a 24 percent increase year over year or 55 percent of revenues versus 52 percent a year ago

* Non-GAAP EPS: $0.58, representing a 21 percent increase year over year

* Cash Flow from Operations: $148.9 million, representing a 32 percent increase year over year

Check Point® Software Technologies Ltd. (NASDAQ: CHKP), the worldwide leader in securing the Internet, today announced record financial results for the second quarter ended June 30, 2010.

“We experienced strong sales growth driven by 25% growth in product revenues. This enabled us to exceed our revenue projections and achieve the top-end of our earning per share projections,” said Gil Shwed, chairman and chief executive officer of Check Point Software Technologies. “The growth in revenues came from all main product lines and geographies.”

Antwort auf Beitrag Nr.: 39.859.957 von R-BgO am 22.07.10 11:24:58kann leider kein englisch aber bin mit einer vierstelligen anzahl investiert zum kaufpreis bei etwas über 21€ und würde gerne wissen wie du über diese aktie denkst.

Antwort auf Beitrag Nr.: 40.035.550 von Lalli1 am 24.08.10 13:43:18sorry, dass ich nicht vorher geantwortet habe; verfolge sehr viele Werte, deswegen geht mir schon mal ein Posting durch;

für einen neue Meinung ist es für mich noch zu früh, da ich mir im sommer nur 4 Ansichtsstücke geholt habe;

heute kamen die Q3-Zahlen, die offenbar sehr gut ausgefallen sind:




Check Point Software Q3 Profit Up; Beats Estimates - Update
10/20/2010 7:04 AM ET
(RTTNews) - IT security solutions provider Check Point Software Technologies Ltd. (CHKP: News ) reported Wednesday an increase in third-quarter profit, helped by strong network security product sales across all regions, particularly from the America's and Asia Pacific. Revenues and per share earnings exceeded analysts' expectations.

For the third quarter, the Israel-based company's net income increased to $114.52 million or $0.54 per share from $91.46 million or $0.43 per share in the previous year. Non-GAAP net income was $132.63 million or $0.63 per share, higher than $109.49 million or $0.52 per share in the year ago quarter. Non-GAAP net income for the recent quarter excludes stock-based compensation of $8.7 million and amortization of intangible assets totaling $13.11 million.

On average, 24 analysts polled by Thomson Reuters expected the company to report earnings of $0.59 per share. Analysts' estimates typically exclude special items.

Total revenues grew 17% to $273.19 million from $233.64 million in the same period last year. Twenty three analysts estimated revenues of $262.84 million.

Products and licenses revenues increased to $106.4 million from $86.88 million in the preceding year. Software updates, maintenance and services revenues were $166.79 million, up from $146.76 million a year earlier.

Antwort auf Beitrag Nr.: 40.035.550 von Lalli1 am 24.08.10 13:43:18Habe mir jetzt mal ein paar mehr dazu geholt;

die wesentlichen Argumente sind dieselben wie vor 10 Jahren:

-Enorm profitabel
-Extrem starke Bilanz; trotzdem noch ordentliche EK-Rendite (wenn man das chash ausschütten würde, dann sähe die Bewertung nochmal ganz anders aus)
-Weiterhin hoher anteil von Gil Shwed
-Aktienrückkäufe signalisieren Zuversicht
-hoher Anteil von Wartungserlösen

Andererseits stellt es sicher ein großes Risiko dar, dass ich die technische Situation (damit meine ich: von den Produkten, nicht die Aktie) überhaupt nicht einschätzen kann.


Abwarten und Tee trinken.

Antwort auf Beitrag Nr.: 40.358.703 von R-BgO am 20.10.10 16:12:37habe seit über 10 jahren eine im niedrigen 4 stelligen bereich angesiedelte summe von check pnt. damals lag der dollar bei 0,
80 als ich kaufte und heute bei 1,39.
werde sie noch weiter halten und mich freuen wenn dividende kommen würde.

Redwood City, CA — April 14, 2011

Total Revenue: $281.3 million, representing a 15 percent increase year over year
Non-GAAP Operating Income: $160.6 million, representing 57 percent of revenues
Non-GAAP EPS: $0.64, representing a 16 percent increase year over year
Check Point® Software Technologies Ltd. (NASDAQ: CHKP), the worldwide leader in securing the Internet, today announced its financial results for the first quarter ending March 31, 2011.

“I am pleased to begin 2011 on such a high note. Check Point delivered record first quarter results that exceeded our own projections with growth driven by our high-end network security appliance product lines and the great performance of our annuity software blades including IPS and the new Application Control Software Blade,” said Gil Shwed, founder, chairman, and chief executive officer of Check Point Software Technologies.

Financial Highlights:
Total Revenue: $281.3 million, an increase of 15 percent, compared to $245.1 million in the first quarter of 2010.
GAAP Operating Income: $141.3 million, an increase of 22 percent, compared to $115.9 million the first quarter of 2010. GAAP operating margin was 50 percent, compared to 47 percent in the first quarter of 2010.
Non-GAAP Operating Income: $160.6 million, an increase of 17 percent, compared to $137.6 million in the first quarter of 2010. Non-GAAP operating margin was 57 percent, compared to 56 percent in the first quarter of 2010.
GAAP Net Income and Earnings per Diluted Share: GAAP net income was $122.1 million, an increase of 25 percent, compared to $98.0 million in the first quarter of 2010. GAAP earnings per diluted share were $0.57, an increase of 24 percent, compared to $0.46 in the first quarter of 2010.
Non-GAAP Net Income and Earnings per Diluted Share: Non-GAAP net income was $137.1 million, an increase of 17 percent, compared to $116.8 million in the first quarter of 2010. Non-GAAP earnings per diluted share were $0.64, an increase of 16 percent, compared to $0.55 in the first quarter of 2010.
Deferred Revenues: As of March 31, 2011, we had deferred revenues of $460.4 million, an increase of 10 percent, compared to $419.8 million as of March 31, 2010.
Cash Flow: Cash flow from operations was $211.6 million, a decrease of 3 percent, compared to $217.8 million in the first quarter of 2010.
Share Repurchase Program: During the first quarter of 2011, we repurchased 1.52 million shares at a total cost of $75 million.
Cash Balances, Marketable Securities and Short Term Deposits: $2,572.2 million as of March 31, 2011, an increase of $520.5 million, compared to $2,051.7 million as of March 31, 2010.
For information regarding the Non-GAAP financial measures discussed in this release, please see “Use of Non-GAAP Financial Information” and “Reconciliation of GAAP to Non-GAAP Financial Information.”

Business Highlights:
In the first quarter of 2011, Check Point introduced 3D Security – a new vision that redefines security as a three-dimensional business process – uniquely combining policies, people and enforcement for stronger protection of information assets in 21st century IT environments.

Check Point’s latest software release R75 is the first step in making 3D Security a reality. With five new or improved Software Blades – Application Control, Identity Awareness, Data Loss Prevention, Intrusion Prevention and Mobile Access – R75 enables businesses to gain greater visibility, user awareness and multi-dimensional security in a single solution.

Check Point continues to deliver advanced and award-winning solutions that customers trust:

Check Point Achieved 100% in Firewall, Identity Awareness and Application Control Enforcement in NSS Labs Next Generation Firewall Testing – Check Point is the first vendor to complete NSS Labs’ rigorous third-party testing and receive a certified stamp of recommendation.
Check Point Achieved 97.3% Security Effectiveness in NSS Labs Intrusion Prevention Group Test – The IPS Software Blade achieved 97.3% security effectiveness, setting a new standard for integrated IPS.
CRN Magazine Channel Champion, Network Security – Software Blade Architecture™, DLP Software Blade, IPS Software Blade and UTM-1 appliances
PC Market Best of IT Award, Hong Kong – Check Point Endpoint Security
CRN Magazine Channel Champion, India – Network Security
Network Computing Security and Hardware Product of the Year – Check Point UTM-1
In addition, Vice President of Global Field Operations, Amnon Bar-Lev, was also named a 2011 Channel Chief by CRN Magazine, recognizing his role in the strategic development and success of Check Point’s channel community.

Shwed concluded, “Check Point’s continued growth is a testament to the quality of our security products and the success of our strategy. We have a single focus in mind – securing our customer’s IT environment. Our 3D Security vision that just launched takes security to the next level by defining security as a business process combining policy, people and enforcement to create the best protection for every enterprise.”